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THE WILLIAMSBURG CHARTER HIGH SCHOOL 403(B) PLAN 401k Plan overview

Plan NameTHE WILLIAMSBURG CHARTER HIGH SCHOOL 403(B) PLAN
Plan identification number 002

THE WILLIAMSBURG CHARTER HIGH SCHOOL 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

THE WILLIAMSBURG CHARTER HIGH SCHOOL has sponsored the creation of one or more 401k plans.

Company Name:THE WILLIAMSBURG CHARTER HIGH SCHOOL
Employer identification number (EIN):421624009
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE WILLIAMSBURG CHARTER HIGH SCHOOL 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01KATHY FERNANDEZ2019-10-01
0022017-01-01
0022016-01-01
0022015-01-01PRINCESS BARIMAH
0022014-01-01PRINCESS BARIMAH
0022013-01-01PRINCESS BARIMAH
0022012-01-01ROSA DESOTO
0022011-01-01JAMES BURDETT
0022009-01-01GREG INGRASSIA
0022009-01-01GREG INGRASSIA
0022008-01-01

Plan Statistics for THE WILLIAMSBURG CHARTER HIGH SCHOOL 403(B) PLAN

401k plan membership statisitcs for THE WILLIAMSBURG CHARTER HIGH SCHOOL 403(B) PLAN

Measure Date Value
2023: THE WILLIAMSBURG CHARTER HIGH SCHOOL 403(B) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01220
Total number of active participants reported on line 7a of the Form 55002023-01-01140
Number of retired or separated participants receiving benefits2023-01-013
Number of other retired or separated participants entitled to future benefits2023-01-0194
Total of all active and inactive participants2023-01-01237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01237
Number of participants with account balances2023-01-01158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: THE WILLIAMSBURG CHARTER HIGH SCHOOL 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01212
Total number of active participants reported on line 7a of the Form 55002022-01-01130
Number of retired or separated participants receiving benefits2022-01-019
Number of other retired or separated participants entitled to future benefits2022-01-0183
Total of all active and inactive participants2022-01-01222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01222
Number of participants with account balances2022-01-01159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: THE WILLIAMSBURG CHARTER HIGH SCHOOL 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01198
Total number of active participants reported on line 7a of the Form 55002021-01-01131
Number of retired or separated participants receiving benefits2021-01-018
Number of other retired or separated participants entitled to future benefits2021-01-0173
Total of all active and inactive participants2021-01-01212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01212
Number of participants with account balances2021-01-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE WILLIAMSBURG CHARTER HIGH SCHOOL 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01206
Total number of active participants reported on line 7a of the Form 55002020-01-01112
Number of retired or separated participants receiving benefits2020-01-018
Number of other retired or separated participants entitled to future benefits2020-01-0178
Total of all active and inactive participants2020-01-01198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01198
Number of participants with account balances2020-01-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE WILLIAMSBURG CHARTER HIGH SCHOOL 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01198
Total number of active participants reported on line 7a of the Form 55002019-01-01127
Number of retired or separated participants receiving benefits2019-01-018
Number of other retired or separated participants entitled to future benefits2019-01-0176
Total of all active and inactive participants2019-01-01211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01211
Number of participants with account balances2019-01-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE WILLIAMSBURG CHARTER HIGH SCHOOL 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01297
Total number of active participants reported on line 7a of the Form 55002018-01-01115
Number of retired or separated participants receiving benefits2018-01-017
Number of other retired or separated participants entitled to future benefits2018-01-0174
Total of all active and inactive participants2018-01-01196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01196
Number of participants with account balances2018-01-01155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE WILLIAMSBURG CHARTER HIGH SCHOOL 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01257
Total number of active participants reported on line 7a of the Form 55002017-01-01117
Number of retired or separated participants receiving benefits2017-01-0112
Number of other retired or separated participants entitled to future benefits2017-01-01168
Total of all active and inactive participants2017-01-01297
Total participants2017-01-01297
Number of participants with account balances2017-01-01257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE WILLIAMSBURG CHARTER HIGH SCHOOL 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01272
Total number of active participants reported on line 7a of the Form 55002016-01-01112
Number of retired or separated participants receiving benefits2016-01-016
Number of other retired or separated participants entitled to future benefits2016-01-01139
Total of all active and inactive participants2016-01-01257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01257
Number of participants with account balances2016-01-01239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE WILLIAMSBURG CHARTER HIGH SCHOOL 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01257
Total number of active participants reported on line 7a of the Form 55002015-01-01163
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-01107
Total of all active and inactive participants2015-01-01272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01272
Number of participants with account balances2015-01-01232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE WILLIAMSBURG CHARTER HIGH SCHOOL 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01268
Total number of active participants reported on line 7a of the Form 55002014-01-01156
Number of retired or separated participants receiving benefits2014-01-016
Number of other retired or separated participants entitled to future benefits2014-01-0189
Total of all active and inactive participants2014-01-01251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01251
Number of participants with account balances2014-01-01236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THE WILLIAMSBURG CHARTER HIGH SCHOOL 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01268
Total number of active participants reported on line 7a of the Form 55002013-01-01138
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-01102
Total of all active and inactive participants2013-01-01242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01242
Number of participants with account balances2013-01-01203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE WILLIAMSBURG CHARTER HIGH SCHOOL 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01266
Total number of active participants reported on line 7a of the Form 55002012-01-01146
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01122
Total of all active and inactive participants2012-01-01268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01268
Number of participants with account balances2012-01-01227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THE WILLIAMSBURG CHARTER HIGH SCHOOL 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01237
Total number of active participants reported on line 7a of the Form 55002011-01-01155
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01113
Total of all active and inactive participants2011-01-01268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01268
Number of participants with account balances2011-01-01251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: THE WILLIAMSBURG CHARTER HIGH SCHOOL 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01146
Total number of active participants reported on line 7a of the Form 55002009-01-01121
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0162
Total of all active and inactive participants2009-01-01183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01183
Number of participants with account balances2009-01-01181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on THE WILLIAMSBURG CHARTER HIGH SCHOOL 403(B) PLAN

Measure Date Value
2023 : THE WILLIAMSBURG CHARTER HIGH SCHOOL 403(B) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$1,177,133
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$434,925
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$406,731
Value of total corrective distributions2023-12-31$1,061
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$444,672
Value of total assets at end of year2023-12-31$4,649,429
Value of total assets at beginning of year2023-12-31$3,907,221
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$27,133
Total interest from all sources2023-12-31$4,178
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$201,115
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$201,115
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$305,565
Participant contributions at end of year2023-12-31$85,455
Participant contributions at beginning of year2023-12-31$75,603
Participant contributions at end of year2023-12-31$198
Participant contributions at beginning of year2023-12-31$362
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$11,625
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$0
Other income not declared elsewhere2023-12-31$6,268
Total non interest bearing cash at end of year2023-12-31$2,555
Total non interest bearing cash at beginning of year2023-12-31$2,301
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$742,208
Value of net assets at end of year (total assets less liabilities)2023-12-31$4,649,429
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$3,907,221
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$17,742
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$4,433,739
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$3,691,484
Interest on participant loans2023-12-31$4,178
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$520,900
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31Yes
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$127,482
Employer contributions (assets) at end of year2023-12-31$127,482
Employer contributions (assets) at beginning of year2023-12-31$137,471
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$406,731
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2023-12-31271728945
2022 : THE WILLIAMSBURG CHARTER HIGH SCHOOL 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-173,343
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$149,178
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$120,480
Expenses. Certain deemed distributions of participant loans2022-12-31$4,852
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$563,586
Value of total assets at end of year2022-12-31$3,907,221
Value of total assets at beginning of year2022-12-31$4,229,742
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$23,846
Total interest from all sources2022-12-31$3,393
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$281,577
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$281,577
Administrative expenses professional fees incurred2022-12-31$7,768
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$360,645
Participant contributions at end of year2022-12-31$75,603
Participant contributions at beginning of year2022-12-31$62,118
Participant contributions at end of year2022-12-31$362
Participant contributions at beginning of year2022-12-31$114
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$65,470
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$116
Other income not declared elsewhere2022-12-31$5,541
Total non interest bearing cash at end of year2022-12-31$2,301
Total non interest bearing cash at beginning of year2022-12-31$2,355
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-322,521
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,907,221
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$4,229,742
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$16,078
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$3,691,484
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$4,057,781
Interest on participant loans2022-12-31$3,393
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,027,440
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$137,471
Employer contributions (assets) at end of year2022-12-31$137,471
Employer contributions (assets) at beginning of year2022-12-31$107,258
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$120,480
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2022-12-31271728945
2021 : THE WILLIAMSBURG CHARTER HIGH SCHOOL 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$942,768
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$255,470
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$231,749
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$395,563
Value of total assets at end of year2021-12-31$4,229,742
Value of total assets at beginning of year2021-12-31$3,542,444
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$23,721
Total interest from all sources2021-12-31$2,545
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$277,568
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$277,568
Administrative expenses professional fees incurred2021-12-31$7,749
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$273,696
Participant contributions at end of year2021-12-31$62,118
Participant contributions at beginning of year2021-12-31$45,915
Participant contributions at end of year2021-12-31$114
Participant contributions at beginning of year2021-12-31$250
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$14,609
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$116
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$30
Other income not declared elsewhere2021-12-31$5,356
Total non interest bearing cash at end of year2021-12-31$2,355
Total non interest bearing cash at beginning of year2021-12-31$2,875
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$687,298
Value of net assets at end of year (total assets less liabilities)2021-12-31$4,229,742
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,542,444
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$15,972
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$4,057,781
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$3,398,449
Income. Interest from loans (other than to participants)2021-12-31$2,545
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$261,736
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$107,258
Employer contributions (assets) at end of year2021-12-31$107,258
Employer contributions (assets) at beginning of year2021-12-31$94,925
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$231,749
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2021-12-31271728945
2020 : THE WILLIAMSBURG CHARTER HIGH SCHOOL 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$828,945
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$188,848
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$170,134
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$325,053
Value of total assets at end of year2020-12-31$3,542,444
Value of total assets at beginning of year2020-12-31$2,902,347
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$18,714
Total interest from all sources2020-12-31$1,346
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$158,334
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$158,334
Administrative expenses professional fees incurred2020-12-31$6,810
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$229,752
Participant contributions at end of year2020-12-31$45,915
Participant contributions at beginning of year2020-12-31$16,068
Participant contributions at end of year2020-12-31$250
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$376
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$30
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$25
Other income not declared elsewhere2020-12-31$4,031
Total non interest bearing cash at end of year2020-12-31$2,875
Total non interest bearing cash at beginning of year2020-12-31$2,313
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$640,097
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,542,444
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,902,347
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$11,904
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$3,398,449
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,800,847
Interest on participant loans2020-12-31$1,346
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$340,181
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$94,925
Employer contributions (assets) at end of year2020-12-31$94,925
Employer contributions (assets) at beginning of year2020-12-31$83,094
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$170,134
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2020-12-31271728945
2019 : THE WILLIAMSBURG CHARTER HIGH SCHOOL 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$811,218
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$90,602
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$75,058
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$277,030
Value of total assets at end of year2019-12-31$2,902,347
Value of total assets at beginning of year2019-12-31$2,181,731
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$15,544
Total interest from all sources2019-12-31$1,046
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$151,676
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$151,676
Administrative expenses professional fees incurred2019-12-31$5,088
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$189,065
Participant contributions at end of year2019-12-31$16,068
Participant contributions at beginning of year2019-12-31$21,063
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$6,527
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$4,871
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$25
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$18
Other income not declared elsewhere2019-12-31$3,454
Total non interest bearing cash at end of year2019-12-31$2,313
Total non interest bearing cash at beginning of year2019-12-31$820
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$720,616
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,902,347
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,181,731
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$10,456
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,800,847
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,096,364
Interest on participant loans2019-12-31$1,046
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$590
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$590
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$378,012
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$83,094
Employer contributions (assets) at end of year2019-12-31$83,094
Employer contributions (assets) at beginning of year2019-12-31$56,349
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$75,058
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2019-12-31271728945
2018 : THE WILLIAMSBURG CHARTER HIGH SCHOOL 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$62,730
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$220,725
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$194,475
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$221,265
Value of total assets at end of year2018-12-31$2,181,731
Value of total assets at beginning of year2018-12-31$2,339,726
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$26,250
Total interest from all sources2018-12-31$1,058
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$169,443
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$169,443
Administrative expenses professional fees incurred2018-12-31$16,432
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$164,916
Participant contributions at end of year2018-12-31$21,063
Participant contributions at beginning of year2018-12-31$8,951
Participant contributions at end of year2018-12-31$6,527
Participant contributions at beginning of year2018-12-31$6,954
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$18
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$14
Other income not declared elsewhere2018-12-31$3,378
Liabilities. Value of operating payables at end of year2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$820
Total non interest bearing cash at beginning of year2018-12-31$560
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-157,995
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,181,731
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,339,726
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$9,818
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,096,364
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,270,159
Interest on participant loans2018-12-31$1,058
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$590
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$2,642
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$2,642
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-332,414
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$56,349
Employer contributions (assets) at end of year2018-12-31$56,349
Employer contributions (assets) at beginning of year2018-12-31$50,446
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$194,475
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2018-12-31271728945
2017 : THE WILLIAMSBURG CHARTER HIGH SCHOOL 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$7,000
Total income from all sources (including contributions)2017-12-31$599,847
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$133,158
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$119,719
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$199,853
Value of total assets at end of year2017-12-31$2,339,726
Value of total assets at beginning of year2017-12-31$1,880,037
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$13,439
Total interest from all sources2017-12-31$674
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$82,913
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$82,913
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$149,407
Participant contributions at end of year2017-12-31$8,951
Participant contributions at beginning of year2017-12-31$21,475
Participant contributions at end of year2017-12-31$6,954
Participant contributions at beginning of year2017-12-31$6,659
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$14
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$15
Other income not declared elsewhere2017-12-31$3,080
Liabilities. Value of operating payables at end of year2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$7,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$466,689
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,339,726
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,873,037
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$8,825
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,272,801
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,796,407
Interest on participant loans2017-12-31$674
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$560
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$3,366
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$3,366
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$313,327
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$50,446
Employer contributions (assets) at end of year2017-12-31$50,446
Employer contributions (assets) at beginning of year2017-12-31$52,115
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$119,719
Contract administrator fees2017-12-31$4,614
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2017-12-31271728945
2016 : THE WILLIAMSBURG CHARTER HIGH SCHOOL 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$7,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$342,228
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$219,213
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$207,812
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$211,342
Value of total assets at end of year2016-12-31$1,880,037
Value of total assets at beginning of year2016-12-31$1,750,022
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$11,401
Total interest from all sources2016-12-31$635
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$75,516
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$75,516
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$149,208
Participant contributions at end of year2016-12-31$21,475
Participant contributions at beginning of year2016-12-31$25,799
Participant contributions at end of year2016-12-31$6,659
Participant contributions at beginning of year2016-12-31$6,345
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$10,019
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$15
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$2,576
Liabilities. Value of operating payables at end of year2016-12-31$7,000
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$123,015
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,873,037
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,750,022
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$7,639
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,796,407
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,712,925
Interest on participant loans2016-12-31$635
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$3,366
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$4,953
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$4,953
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$52,159
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$52,115
Employer contributions (assets) at end of year2016-12-31$52,115
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$207,812
Contract administrator fees2016-12-31$3,762
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2016-12-31271728945
2015 : THE WILLIAMSBURG CHARTER HIGH SCHOOL 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$235,155
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$212,273
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$199,803
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$231,599
Value of total assets at end of year2015-12-31$1,750,022
Value of total assets at beginning of year2015-12-31$1,727,140
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$12,470
Total interest from all sources2015-12-31$916
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$89,105
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$89,105
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$133,459
Participant contributions at end of year2015-12-31$25,799
Participant contributions at beginning of year2015-12-31$29,470
Participant contributions at end of year2015-12-31$6,345
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$6,712
Other income not declared elsewhere2015-12-31$3,381
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$22,882
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,750,022
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,727,140
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$7,464
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,712,925
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,694,998
Interest on participant loans2015-12-31$916
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$4,953
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$2,672
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$2,672
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-89,846
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$91,428
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$199,803
Contract administrator fees2015-12-31$5,006
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31FRUCHTER, ROSEN & COMPANY, P.C.
Accountancy firm EIN2015-12-31061671819
2014 : THE WILLIAMSBURG CHARTER HIGH SCHOOL 403(B) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$188,190
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$197,957
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$184,109
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$121,719
Value of total assets at end of year2014-12-31$1,727,140
Value of total assets at beginning of year2014-12-31$1,736,907
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$13,848
Total interest from all sources2014-12-31$1,416
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$62,973
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$62,973
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$121,719
Participant contributions at end of year2014-12-31$29,470
Participant contributions at beginning of year2014-12-31$38,816
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-9,767
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,727,140
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,736,907
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$7,448
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,694,998
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,695,418
Income. Interest from loans (other than to participants)2014-12-31$1,416
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$2,672
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$2,673
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$2,673
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$2,082
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$184,109
Contract administrator fees2014-12-31$6,400
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31FRUCHTER, ROSEN & COMPANY, P.C.
Accountancy firm EIN2014-12-31061671819
2013 : THE WILLIAMSBURG CHARTER HIGH SCHOOL 403(B) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$391,219
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$507,538
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$493,069
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$140,356
Value of total assets at end of year2013-12-31$1,736,907
Value of total assets at beginning of year2013-12-31$1,853,226
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$14,469
Total interest from all sources2013-12-31$1,592
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$81,678
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$81,678
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$95,076
Participant contributions at end of year2013-12-31$38,816
Participant contributions at beginning of year2013-12-31$39,845
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$45,280
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-116,319
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,736,907
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,853,226
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$11,169
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,695,418
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,810,709
Interest on participant loans2013-12-31$1,592
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$2,673
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$2,672
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$2,672
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$167,593
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$493,069
Contract administrator fees2013-12-31$3,300
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31FRUCHTER, ROSEN & COMPANY, P.C.
Accountancy firm EIN2013-12-31061671819
2012 : THE WILLIAMSBURG CHARTER HIGH SCHOOL 403(B) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$450,109
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$280,063
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$267,015
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$279,923
Value of total assets at end of year2012-12-31$1,853,226
Value of total assets at beginning of year2012-12-31$1,683,180
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$13,048
Total interest from all sources2012-12-31$1,422
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$33,330
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$33,330
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$145,228
Participant contributions at end of year2012-12-31$39,845
Participant contributions at beginning of year2012-12-31$23,479
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$134,695
Administrative expenses (other) incurred2012-12-31$2,921
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$170,046
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,853,226
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,683,180
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$10,127
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,810,709
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,657,029
Interest on participant loans2012-12-31$1,422
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$2,672
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$2,672
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$2,672
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$135,434
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$267,015
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31FRUCHTER, ROSEN & COMPANY, P.C.
Accountancy firm EIN2012-12-31061671819
2011 : THE WILLIAMSBURG CHARTER HIGH SCHOOL 403(B) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$347,773
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$287,756
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$277,963
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$391,344
Value of total assets at end of year2011-12-31$1,683,180
Value of total assets at beginning of year2011-12-31$1,623,163
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$9,793
Total interest from all sources2011-12-31$1,192
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$21,002
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$21,002
Administrative expenses professional fees incurred2011-12-31$2,500
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$186,020
Participant contributions at end of year2011-12-31$23,479
Participant contributions at beginning of year2011-12-31$35,908
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$60,017
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,683,180
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,623,163
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$7,293
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,657,029
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,584,633
Interest on participant loans2011-12-31$1,192
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$2,672
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$2,622
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$2,622
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-65,765
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$205,324
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$277,963
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31FRUCHTER, ROSEN & COMPANY, P.C.
Accountancy firm EIN2011-12-31061671819
2010 : THE WILLIAMSBURG CHARTER HIGH SCHOOL 403(B) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets from this plan2010-12-31$219,137
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$595,169
Total loss/gain on sale of assets2010-12-31$6,772
Total of all expenses incurred2010-12-31$142,802
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$124,452
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$444,117
Value of total assets at end of year2010-12-31$1,623,163
Value of total assets at beginning of year2010-12-31$1,387,530
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$18,350
Total interest from all sources2010-12-31$880
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Administrative expenses professional fees incurred2010-12-31$9,175
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$206,030
Participant contributions at end of year2010-12-31$35,908
Participant contributions at beginning of year2010-12-31$39,985
Participant contributions at beginning of year2010-12-31$19,842
Other income not declared elsewhere2010-12-31$0
Total non interest bearing cash at end of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$452,367
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,623,163
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,387,530
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$9,175
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,584,633
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,306,430
Interest on participant loans2010-12-31$880
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$2,622
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$143,400
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$238,087
Employer contributions (assets) at beginning of year2010-12-31$21,273
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$124,452
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$449,264
Aggregate carrying amount (costs) on sale of assets2010-12-31$442,492
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31FRUCHTER, ROSEN & COMPANY, P.C.
Accountancy firm EIN2010-12-31061671819
2009 : THE WILLIAMSBURG CHARTER HIGH SCHOOL 403(B) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for THE WILLIAMSBURG CHARTER HIGH SCHOOL 403(B) PLAN

2023: THE WILLIAMSBURG CHARTER HIGH SCHOOL 403(B) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: THE WILLIAMSBURG CHARTER HIGH SCHOOL 403(B) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE WILLIAMSBURG CHARTER HIGH SCHOOL 403(B) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE WILLIAMSBURG CHARTER HIGH SCHOOL 403(B) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE WILLIAMSBURG CHARTER HIGH SCHOOL 403(B) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE WILLIAMSBURG CHARTER HIGH SCHOOL 403(B) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE WILLIAMSBURG CHARTER HIGH SCHOOL 403(B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE WILLIAMSBURG CHARTER HIGH SCHOOL 403(B) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE WILLIAMSBURG CHARTER HIGH SCHOOL 403(B) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE WILLIAMSBURG CHARTER HIGH SCHOOL 403(B) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE WILLIAMSBURG CHARTER HIGH SCHOOL 403(B) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE WILLIAMSBURG CHARTER HIGH SCHOOL 403(B) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE WILLIAMSBURG CHARTER HIGH SCHOOL 403(B) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: THE WILLIAMSBURG CHARTER HIGH SCHOOL 403(B) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2008: THE WILLIAMSBURG CHARTER HIGH SCHOOL 403(B) PLAN 2008 form 5500 responses
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo

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